MFG
OR icon

Merit Financial Group’s OR Royalties Inc OR Stock Holding History

Merit Financial Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,100
Closed -$232K – 2422
2026
Q1 		$232K Buy
+6,100
New +$251K ﹤0.01% 1822
2025
Q4 		– Sell
-5,365
Closed -$215K – 2006
2025
Q3 		$215K Buy
+5,365
New +$167K ﹤0.01% 1633

Other funds holding OR

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Merit Financial Group's OR Position: Q2 2026 in Review

Merit Financial Group sold out of OR Royalties Inc (OR) in Q2 2026, closing a stake of 6,100 shares — an estimated $232K sold.

Merit Financial Group first reported a position in OR in Q3 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 29 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Merit Financial Group reported no remaining OR Royalties Inc position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,100 OR Royalties Inc shares in Q2 2026, an estimated $232K.
  • Merit Financial Group first reported a position in OR Royalties Inc in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's OR Royalties Inc position peaked at $232K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.